See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,069 | $102,317-80.4% | $146,958-86.3% | $80,856-75.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.61% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,313 | $3,713-37.7% | $4,933-53.1% | $2,755-16.1% |
| Participant deferral / active EE | $5,128 | $6,644-22.8% | $8,070-36.5% | $4,296+19.4% |
| Admin fee / account holder | $1,290 | $7,941-83.8% | $12,998-90.1% | $6,918-81.3% |